The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   566,711,853 4,056,925 SH   SOLE   4,056,925 0 0
ALTC ACQUISITION CORP COM CL A 02156V109   32,281,836 3,056,992 SH   SOLE   3,056,992 0 0
AMAZON COM INC COM 023135106   741,844,011 4,882,480 SH   SOLE   4,882,480 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   1,144,857,136 12,285,193 SH   SOLE   12,285,193 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   22,543,500 300,000 SH   SOLE   300,000 0 0
ATLASSIAN CORPORATION CL A 049468101   95,273,634 400,545 SH   SOLE   400,545 0 0
ATRENEW INC SPONSORED ADS 00138L108   22,043,939 11,481,218 SH   SOLE   11,481,218 0 0
BROADCOM INC COM 11135F101   203,492,375 182,300 SH   SOLE   182,300 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   229,788,000 900,000 SH   SOLE   900,000 0 0
DATADOG INC CL A COM 23804L103   118,879,572 979,400 SH   SOLE   979,400 0 0
DEXCOM INC COM 252131107   143,051,697 1,152,806 SH   SOLE   1,152,806 0 0
DINGDONG CAYMAN LTD ADS 25445D101   177,809 118,539 SH   SOLE   118,539 0 0
DOORDASH INC CL A 25809K105   217,163,726 2,196,013 SH   SOLE   2,196,013 0 0
ELASTIC N V ORD SHS N14506104   190,541,890 1,690,700 SH   SOLE   1,690,700 0 0
ELI LILLY & CO COM 532457108   518,798,800 890,000 SH   SOLE   890,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   368,436,114 1,303,691 SH   SOLE   1,303,691 0 0
FRESHWORKS INC CLASS A COM 358054104   17,078,193 727,041 SH   SOLE   727,041 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   172,887,026 51,301,788 SH   SOLE   51,301,788 0 0
JD.COM INC SPON ADR CL A 47215P106   254,347,300 8,803,991 SH   SOLE   8,803,991 0 0
KLAVIYO INC COM SER A 49845K101   972,300 35,000 SH   SOLE   35,000 0 0
LAM RESEARCH CORP COM 512807108   315,640,465 402,983 SH   SOLE   402,983 0 0
MAPLEBEAR INC COM 565394103   4,107,250 175,000 SH   SOLE   175,000 0 0
META PLATFORMS INC CL A 30303M102   2,642,360,600 7,465,139 SH   SOLE   7,465,139 0 0
MICROSOFT CORP COM 594918104   2,009,619,807 5,344,165 SH   SOLE   5,344,165 0 0
NOVO-NORDISK A S ADR 670100205   131,278,050 1,269,000 SH   SOLE   1,269,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   171,620,524 20,602,704 SH   SOLE   20,602,704 0 0
NVIDIA CORPORATION COM 67066G104   479,548,763 968,355 SH   SOLE   968,355 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   91,487,643 625,300 SH   SOLE   625,300 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   110,786,610 1,600,500 SH   SOLE   1,600,500 0 0
SEA LTD SPONSORD ADS 81141R100   579,966,804 14,320,168 SH   SOLE   14,320,168 0 0
SERVICENOW INC COM 81762P102   409,520,461 579,655 SH   SOLE   579,655 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   481,238 2,561 SH   SOLE   2,561 0 0
STONECO LTD COM CL A G85158106   12,296,460 682,000 SH   SOLE   682,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   316,678,960 3,044,990 SH   SOLE   3,044,990 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   829,886,205 5,156,174 SH   SOLE   5,156,174 0 0
TOAST INC CL A 888787108   20,008,596 1,095,761 SH   SOLE   1,095,761 0 0
UBER TECHNOLOGIES INC COM 90353T100   187,585,319 3,046,700 SH   SOLE   3,046,700 0 0
WORKDAY INC CL A 98138H101   546,940,286 1,981,237 SH   SOLE   1,981,237 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   132,216,961 7,150,728 SH   SOLE   7,150,728 0 0